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Social Security

Social Security is considered one of the three legs comprising the FERS “three-legged stool” with the FERS pension and TSP working with Social Security benefits to provide income in retirement.

All Articles on Social Security (6 of 8)

Image for Emergency Paid Leave Fund Has to Be Used by Sept. 30 or Until Funds Run Out
Jul 1
Benefits Ben

Emergency Paid Leave Fund Has to Be Used by Sept. 30 or Until Funds Run Out

Social Security
Image for The Social Security  Offset and How It Affects Some Federal Employees
Apr 28
Ed Zurndorfer

The Social Security Offset and How It Affects Some Federal Employees

Social Security
Image for Understanding the Social Security Windfall Elimination Provision
Apr 21
Ed Zurndorfer

Understanding the Social Security Windfall Elimination Provision

CSRS Social Security
Image for Proposed Legislation Aims to Eliminate the WEP
Apr 19
Jennifer Meyer

Proposed Legislation Aims to Eliminate the WEP

CSRS Social Security
Image for FEDLIFE PODCAST SPECIAL: Ed Zurndorfer’s Guide to Claiming Social Security
Mar 19
STWS

FEDLIFE PODCAST SPECIAL: Ed Zurndorfer’s Guide to Claiming Social Security

Social Security
Image for FEDLIFE PODCAST 42: Maximize Social Security
Jan 29
STWS

FEDLIFE PODCAST 42: Maximize Social Security

Social Security Taxes
Image for Do You Need to Beware of the Social Security “Earnings Test”?
Jan 21
Ed Zurndorfer

Do You Need to Beware of the Social Security “Earnings Test”?

FERS Social Security
Image for Social Security Disability Benefits vs. Federal Disability Retirement
Nov 18
Benefits Ben

Social Security Disability Benefits vs. Federal Disability Retirement

CSRS FERS Social Security
Image for Choosing When to Withdraw Social Security
Nov 2
Benefits Ben

Choosing When to Withdraw Social Security

Social Security
Image for Social Security for Feds: the W.E.P. & the Earnings Test
Oct 30
Benefits Ben

Social Security for Feds: the W.E.P. & the Earnings Test

CSRS FERS Social Security
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).